Homrich Berg expands Southeast Presence
ATLANTA–(BUSINESS WIRE)–Homrich Berg (HB) is pleased to announce its expanded presence in the Southeast with the addition of Calvary Wealth, a $145 million RIA based in Augusta, GA and Columbia, SC. The…
Search Results
Homrich Berg Crosses $5 Billion AUM Mark And Adds Cobb County Office Via Merger With Compass Financial Consulting
ATLANTA – 1/02/2018 – Homrich Berg is pleased to announce that Compass Financial Consulting has joined Homrich Berg, giving HB a Cobb County office location and an addition of talent…
Homrich Berg Signs 26,126-Square-Foot Lease at Three Alliance Center
Wealth management firm Homrich Berg has signed a 26,126-square-foot lease to move its headquarters to Three Alliance Center, located in Atlanta’s Buckhead submarket. Andy Ghertner and Carla Williams of Cushman…
Andy Berg named to the Top 100 Independent Financial Advisor list
HB co-founder and CEO Andy Berg was named to the Top 100 Independent Financial Advisor list by Barron’s in 2008, and has been on the list ever since. He is…
Homrich Berg Appoints Robin Aiken as Director
Homrich Berg Appoints Robin Aiken as Director ATLANTA – Homrich Berg, an independent wealth management firm based in Atlanta, is proud to announce the appointment of Robin S. Aiken, CFP[reg-circle],…
Andrew J. Berg Named Top 100 Independent Financial Advisor By Barron’s Magazine
Homrich Berg is proud to announce that CEO Andy Berg was again named one of the nation’s Top 100 Independent Financial Advisors by Barron’s for the seventh consecutive year. Mr….
Homrich Berg Listed in Financial Times Top RIAs in the U.S.
Financial Times magazine has ranked Homrich Berg one of the top registered investment advisors in the United States. The average FT 300 firm on the list manages more than $2.5…
CIO Stephanie Lang Talks Alternative Investments With Financial Planning Magazine
Chief Investment Officer Stephanie Lang was recently quoted in Financial Planning Magazine. Read more about the discussion on alternative investments in this article….
Homrich Berg Ranked As One of the Top 50 Largest Fee-Only RIAs in the U.S.
ATLANTA – Investment News Magazine has ranked Homrich Berg as one of the top 50 registered investment advisors based on assets under management in the United States. Homrich Berg is…
Andy Berg Attends Barron’s Top Independent Advisors Summit
ATLANTA – Andy Berg, CEO attended the fifth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to…
HB winner of 2013 Schwab IMPACT Best-in-Business Award[reg-circle]
The 2013 Best-in-Business IMPACT Award™ honors Homrich Berg for its vision, achievement, and leadership delivered since 1989. Learn more about Homrich Berg and why they were honored in this video….
HB Appoints Thomas J. Houle as Director of Business Development
Tom Houle Appointed as Director of Business Development ATLANTA – Homrich Berg, an independent wealth management firm based in Atlanta, is proud to announce the appointment of Tom Houle as…